Investment Services
Outperform Property Investment Management is a specialist New Zealand-based consultancy established to provide independent institutional grade property investment advisory services to institutional and family office investors, which targets outperformance of market returns. We work through four key strands of activity:
Strategy
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Matching risk and return preferences to set investment strategy - core, core plus, value-add or
opportunistic -
What’s the investment thematic? Establish investment mandate and criteria - research-based
decisions utilising data analytics and predictive modelling -
Agree sector, geographic, scale, age, condition, lease length and weightings for a portfolio
construction with target allocations -
Assess market scale and opportunities on- and off-market.
Acquisition
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Acting as an independent source of investment opportunities
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Proposing investment rationale and an asset management plan, and then model forecast returns
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Consider capital stack opportunities - senior or sub-debt, preferred equity, pari parsu, direct
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Negotiate Sale and Purchase Agreement subject to approval and due diligence conditions.
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Co-ordinate due diligence consultants - lawyers, valuers, building surveyors, seismic engineers,
planning, environmental, accountants, lenders and equity investors -
Reporting findings of diligence, and then making recommendations.
Asset
Management
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Executing and reporting against agreed asset management plan and valuation
assumptions/metrics -
Manage rent reviews, lease expiries, leasing vacancies, capex projects for refurbishments,
developments and up zoning strategies, including coordination with additional consultants:
valuers, leasing agents, building surveyors, QS, planners, project managers and contractors. -
Coordinating ongoing property and facilities management to ensure building compliance and lease obligations are met.
Divestment
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Research informs timing of sale - peak rental growth rates
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Determining sale process - on/off market
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Appointment and management of agents
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Coordinating vendor due diligence - lawyers, agents, valuers, building surveyors
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Negotiating sale and Purchase Agreement
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Managing purchaser due diligence process - coordination of requests for information and negotiation.
DISCLAIMER
The information contained in this website (the ‘Website’) is intended to provide general information only and does not take into account your individual objectives, financial situation or needs. It is not intended as investment or financial advice and must not be relied upon as such. It also does not constitute advice of a legal, tax, accounting or other nature to any person.
This Website is intended for distribution only to ‘wholesale clients’ (as defined in the Financial Markets Conduct Act 2013) and persons in other jurisdictions to whom, under relevant law, this Website may lawfully be distributed. It may not be distributed in any other jurisdiction or to any other persons. No part of this Website may be reproduced, altered in any way, transmitted, copied or distributed to any other person without the prior express permission of Outperform Property Investment Management Limited (“Outperform”).
Some of the information in this Website may have been based on unaudited financial data which may be subject to change. You should obtain independent professional advice prior to making any investment decision. This Website is not an offer or invitation for subscription or purchase of securities or other financial products.
Whilst property valuation is conducted by an independent expert, any such opinion is a matter of the valuer’s opinion. Property is a specialist sector which may be less liquid and produce more volatile performance than an investment in broader investment sectors.
All reasonable care has been taken in relation to the preparation and collation of the Website. The information is published in good faith and has been obtained from sources believed to be reliable, accurate and complete at the time of preparation, but its accuracy and completeness is not guaranteed (and no warranties or representations, express or implied, are given as to its accuracy or completeness). To the maximum extent permitted by law, none of Outperform, its officers, employees, agents or associates, or any other person accept responsibility for any loss or damage howsoever occurring resulting from the use of or reliance on the Website by any person (including, without limitation, any loss of profit or any other damage, direct or consequential). Information, opinions and estimates contained herein reflect a judgement at the date of publication by Outperform and are subject to change without notice. Outperform is under no obligation to update or keep current any of the information in this Website.
All investment involves risk. Past performance is not indicative of future performance and no guarantee of future returns is implied or given.